Lesson 7 Test | Scheduling and Dispatching

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Question 1 of 5

1. Question
When creating an Appointment, selecting an Appointment Type provides the following default information:
- Vendor Contact, Work Order Details, and Duration
- Employee Name, Appointment Description, and Duration
- Employee Name, Employee Schedule, Contact Log
- Name, Color Code, Duration
- None of the above
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Question 2 of 5

2. Question
Each user can set user specific “required fields” for each Work Order that will appear on his/her Schedule Board.
- True
- False
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Question 3 of 5

3. Question
Work Orders can be created by which of the following methods?
- Right click on the Schedule Board, access the Work Order List, from a Sales Form
- From the Customer:Job record, from a Purchase Order, by Duplicating an existing Work Order
- The Work Order Icon on the Toolbar, from the Service Agreement List, using the CTRL+O keyboard shortcut
- From the Workflow Navigator, from the Sales Opportunity List, by accessing a Customer’s Equipment List
- All of the above
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Question 4 of 5

4. Question
A Work Order will appear on the Schedule Board if the following conditions are true:
- A Technician has been assigned to the Work Order
- The Date, Duration, Start Time and Technician have been assigned to the Work Order
- A Start Time, A date, and Work Order Type have been assigned to the Work Order
- The Date, Start Time, and Technician have been assigned to the Work Order
- A Technician, Work Order Type, and Customer:Job have been assigned to the Work Order
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Question 5 of 5

5. Question
The Schedule Board Profile feature:
- Allows each user to arrange the Schedule Board by Technician, Work Order Type and Appointment Type
- Allows each user to personalize the color scheme for his/her Schedule Board
- Allows the Admin to view the Schedule Board of each Total Office Manager User
- Allows the Admin to create Appointments for a specific or several users
- Allows the user to view unread Phone Messages from Customers
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12 Step Training

Lesson 7 Test | Scheduling and Dispatching

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